Phinia (PHIN) Long-Term Investments (2022 - 2026)
Phinia's (PHIN) quarterly Long-Term Investments came in at $158.0 million in Q2 2026, up 25.4% year-over-year from $126.0 million in Q2 2025, and up 1.94% quarter-over-quarter from $155.0 million in Q1 2026.
Analysis
Phinia (PHIN) Long-Term Investments (2022 - 2026) Analysis & Trends
Phinia has disclosed Long-Term Investments across 5 years of filings, most recently posting $158.0 million for Q2 2026.
- In Q2 2026, Long-Term Investments rose 25.4% year-over-year to $158.0 million; the TTM figure through Jun 2026 stood at $158.0 million (up 25.4% YoY), while the FY2025 annual figure was $145.0 million, up 30.63% from the prior year.
- Long-Term Investments came in at $158.0 million for Q2 2026 at Phinia, up from $155.0 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $325.0 million in Q4 2022 to a low of $92.0 million in Q2 2023.
- Average Long-Term Investments over 5 years is $142.8 million, with a median of $125.5 million recorded in 2024.
- Year-over-year, Long-Term Investments sank 64.62% in 2023 and surged 33.7% in 2024.
- Over 5 years, Long-Term Investments stood at $325.0 million in 2022, then slumped by 64.62% to $115.0 million in 2023, then declined by 3.48% to $111.0 million in 2024, then jumped by 30.63% to $145.0 million in 2025, then climbed by 8.97% to $158.0 million in 2026.
- Per Business Quant data, the three most recent Long-Term Investments figures were $158.0 million in Q2 2026, $155.0 million in Q1 2026, and $145.0 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 371.83 Bn | 365.11 Bn | 7.76 Bn | - |
| 2 | Cummins | 73.24 Bn | 69.63 Bn | 2.47 Bn | 2.27 Bn |
| 3 | Paccar | 61.09 Bn | 52.42 Bn | 1.56 Bn | - |
| 4 | Borgwarner | 12.90 Bn | 10.63 Bn | 721.00 Mn | 320.00 Mn |
| 5 | Allison Transmission Holdings | 9.67 Bn | 9.27 Bn | 515.00 Mn | - |
| 6 | Oshkosh | 9.07 Bn | 8.66 Bn | 480.30 Mn | 10.60 Mn |
| 7 | Federal Signal | 6.95 Bn | 6.88 Bn | 203.80 Mn | - |
| 8 | Terex | 6.75 Bn | 6.34 Bn | 444.00 Mn | - |
| 9 | Dana | 3.21 Bn | 2.94 Bn | 210.00 Mn | 112.00 Mn |
| 10 | Phinia | 2.25 Bn | 1.88 Bn | 216.00 Mn | 158.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 158.00 Mn |
| Mar 31, 2026 | 155.00 Mn |
| Dec 31, 2025 | 145.00 Mn |
| Sep 30, 2025 | 154.00 Mn |
| Jun 30, 2025 | 126.00 Mn |
| Mar 31, 2025 | 120.00 Mn |
| Dec 31, 2024 | 111.00 Mn |
| Sep 30, 2024 | 125.00 Mn |
| Jun 30, 2024 | 123.00 Mn |
| Mar 31, 2024 | 120.00 Mn |
| Dec 31, 2023 | 115.00 Mn |
| Sep 30, 2023 | 130.00 Mn |
| Jun 30, 2023 | 92.00 Mn |
| Dec 31, 2022 | 325.00 Mn |